Custom Quoter

Custom Quoter is a business management software designed to assist small to medium-sized businesses in streamlining their operations and enhancing productivity. The software offers a variety of features, including job management, business analytics, calendar system, accounting integration, document creation, estimation software, team management, and invoicing software. It caters specifically to professionals in industries such as builders, carpenters, gas engineers, tree surgeons, electricians, landscapers, painters & decorators, plumbers, and swimming pool builders.

Key Features

Job Pricing in Minutes Not Hours: Users can rapidly estimate and quote jobs in minutes, saving time and increasing efficiency. Customized pricing forms can be created to accurately calculate costs for different types of jobs. Supplier prices can be compared instantly to ensure accurate pricing.

Automated Job Follow-up/Chase: Job follow-ups and chases can be automated to ensure timely communication and progress tracking. This feature streamlines communication with clients and reduces manual follow-up tasks.

Swifter Invoicing from Anywhere: Invoices can be generated and sent quickly and easily from anywhere, improving cash flow. Payments can be accepted from emails or the built-in card system for convenient payment processing.

Searchable Contacts Database: A searchable database of client contacts can be maintained for easy access and efficient client management. Client details, job history, and other relevant information can be stored in one place.

Customizable Email Templates: Users can create customizable email templates to streamline communication with clients. Pre-designed templates for common email communications can be used to save time.

Simplified Job Payment Solution: The job payment process can be simplified by offering a convenient and streamlined payment solution. All job payments can be tracked in one place for easy management and reconciliation.

Calendar Task/Job Allocation: Tasks and job allocations can be efficiently managed with the comprehensive calendar system. Tasks can be assigned to team members and their progress can be tracked directly from the calendar.

Job Timeline Audit Trail: A detailed audit trail of job activities and changes can be maintained for accurate record-keeping. The timeline can be easily accessed and reviewed to monitor job progress and identify any issues.

H&S, Risk, and Contracts Creator: Health and safety documents, risk assessments, and contracts can be created within the system. These documents can be attached to specific jobs or clients for easy access and compliance.

Job Specification Tool: The job specification tool can be used to define and document job requirements and specifications. This ensures clear communication and alignment with clients and team members.